13F COMBINATION REPORT
BRANDYWINE MANAGERS, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000919574-23-001452
Total Value
$28.6M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | UIPATH INC | PATH | 434,841 | $5.5M | 19.31% |
| 2 | CROWDSTRIKE HLDGS INC | CRWD | 28,680 | $3.0M | 10.55% |
| 3 | MODERNA INC | MRNA | 9,510 | $1.7M | 5.97% |
| 4 | CAMPBELL SOUP CO | CPB | 24,014 | $1.4M | 4.76% |
| 5 | ALNYLAM PHARMACEUTICALS INC | ALNY | 4,608 | $1.1M | 3.83% |
| 6 | MASTERCARD INCORPORATED | MA | 2,750 | $956,258 | 3.34% |
| 7 | INTUITIVE SURGICAL INC | ISRG | 3,495 | $927,398 | 3.24% |
| 8 | SALESFORCE INC | CRM | 6,913 | $916,595 | 3.20% |
| 9 | NATERA INC | NTRA | 21,534 | $865,021 | 3.02% |
| 10 | PAGERDUTY INC | PD | 30,517 | $810,532 | 2.83% |
| 11 | ZSCALER INC | ZS | 7,000 | $783,300 | 2.74% |
| 12 | OKTA INC | OKTA | 10,248 | $700,246 | 2.45% |
| 13 | VEEVA SYS INC | VEEV | 3,919 | $632,448 | 2.21% |
| 14 | PRIME MEDICINE INC | PRME | 32,977 | $612,713 | 2.14% |
| 15 | ABCELLERA BIOLOGICS INC | ABCL | 56,976 | $577,167 | 2.02% |
| 16 | DATADOG INC | DDOG | 7,200 | $529,200 | 1.85% |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 8,099 | $524,572 | 1.83% |
| 18 | NVIDIA CORPORATION | NVDA | 3,564 | $520,843 | 1.82% |
| 19 | PALO ALTO NETWORKS INC | PANW | 3,705 | $516,996 | 1.81% |
| 20 | TWIST BIOSCIENCE CORP | TWST | 20,970 | $499,296 | 1.74% |
| 21 | TWILIO INC | TWLO | 9,782 | $478,927 | 1.67% |
| 22 | RELAY THERAPEUTICS INC | RLAY | 31,807 | $475,197 | 1.66% |
| 23 | MOBILEYE GLOBAL INC | MBLY | 13,067 | $458,129 | 1.60% |
| 24 | GUARDANT HEALTH INC | GH | 15,933 | $433,378 | 1.51% |
| 25 | 10X GENOMICS INC | TXG | 11,208 | $408,420 | 1.43% |
| 26 | SCHRODINGER INC | SDGR | 20,886 | $390,359 | 1.36% |
| 27 | SNOWFLAKE INC | SNOW | 2,549 | $365,883 | 1.28% |
| 28 | SERVICENOW INC | NOW | 893 | $346,725 | 1.21% |
| 29 | SAMSARA INC | IOT | 25,578 | $317,935 | 1.11% |
| 30 | BEAM THERAPEUTICS INC | BEAM | 8,067 | $315,500 | 1.10% |
| 31 | SMARTSHEET INC | 83200N103 | 7,700 | $303,072 | 1.06% |
| 32 | DENALI THERAPEUTICS INC | DNLI | 9,601 | $267,004 | 0.93% |
| 33 | QUANTERIX CORP | QTRX | 19,065 | $264,050 | 0.92% |
| 34 | DOCUSIGN INC | DOCU | 4,211 | $233,374 | 0.82% |
| 35 | ROBLOX CORP | RBLX | 7,241 | $206,079 | 0.72% |
| 36 | FULCRUM THERAPEUTICS INC | FULC | 26,127 | $190,205 | 0.66% |
| 37 | BERKELEY LTS INC | 084310101 | 29,772 | $79,789 | 0.28% |